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5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-20 |
| OR | RA | APPROVED | 2006-08-04 |
Branch Locations
5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Portland | OR | 07/2006 | 10/2019 |
| Cedar Mountain Advisors, Llc | Portland | OR | 07/2006 | Present |
BRAD PATRICK POSITION: Sales NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2006 ADDRESS: 5285 MEADOWS RD SUITE 360, Lake Oswego, OR 97035 DESCRIPTION: Sales of Life, Disability, and LTC insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-24 |
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